TFSA ETF
Satrix
STXCAP - Satrix Capped All Share ETF
ETF Info
- Name
- Satrix Capped All Share ETF
- Symbol
- STXCAP
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- First price
- 2021-11-23
- Latest price
- 2026-10-16
Best year
2025 (41.50%)
Worst year
2022 (-1.80%)
TIC
?
0.20%
Total growth
78.73%
Annualised growth
12.59%
Sharpe ratio
?
0.38
Sortino ratio
?
0.56
Calmar ratio
?
0.76
Annualised volatility
?
16.89%
Maximum drawdown
?
-17.57%
Distribution yield
?
3.11%
R1,000.00 at inception would be worth R1,787.31 now, an increase of R787.31 in total (78.73%) and 12.59% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-10-16
| Period | Return | R1,000 |
|---|---|---|
| Past week | 2.24% | R1,022.44 |
| Past month | -1.40% | R986.04 |
| 3 months | 2.85% | R1,028.48 |
| 6 months | -5.07% | R949.27 |
| 12 months (ann.) | 2.58% | R1,025.83 |
| 2 years (ann.) | 17.97% | R1,391.31 |
| 3 years (ann.) | 18.99% | R1,684.88 |
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | -1.17% | 2026-01-02 | 2026-10-16 | -14.07% |
| 2025 | 41.50% | 2025-01-02 | 2025-12-31 | -10.14% |
| 2024 | 14.71% | 2024-01-02 | 2024-12-31 | -8.14% |
| 2023 | 5.55% | 2023-01-03 | 2023-12-29 | -11.90% |
| 2022 | -1.80% | 2022-01-03 | 2022-12-30 | -17.57% |
| 2021 | 3.68% | 2021-11-23 | 2021-12-31 | -3.91% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R1.20 | R56.49 | 2.13% |
| 2025 | R1.54 | R57.99 | 2.66% |
| 2024 | R1.38 | R42.13 | 3.27% |
| 2023 | R1.25 | R38.50 | 3.24% |